Basically he says competitors can only do chips and that's why they tell analysts that the market is moving toward chips. But Tiernan said that's only because they do chips.

SYNA on the other hand does a complete full design and stands 100% behind each product ramp freeing their customers from having to deal with the screen part of the product.

So, these analysts who keep harping on the 'problem' that SYNA must have a lower future profit ahead due to ramp down to chip (blayne from Jeffries for example) are listening too much to the compeitors and not understanding SYNA specifically.

He stands by the idea that their sales mix has stayed the same (chips via modules)

Interesting. Makes Blayne look even more stupid and clearly didn't do his homework. He clearly talked with TJ Rodgers from CY and assumed what TJ said was true. But CY only makes chips.